Barbara Trombley, CPA, MBA, CDFA

Barbara is an owner and financial planner with Trombley Wealth Management. She creates financial plans and gives investment advice to new clients as well as servicing existing clients. Barbara’s financial and educational background is a valuable asset to our firm.

Barbara graduated from Duke University in 1989 and joined Price Waterhouse in New York as an auditor. She received her MBA in both accounting and finance from New York University. She is an active Certified Public Accountant (CPA). She is an Investment Advisor Representative with Trombley Wealth Management and holds various securities licenses through LPL Financial.  She is also a licensed insurance representative in life and annuities and also holds the Certified Divorce Financial Analyst designation.

Barbara and her husband Mike have three children, Tory, Kyle and Alexandra. Barbara is President of the Wilbraham-Hampden Scholarship Foundation which is the primary source of local scholarships for seniors at Minnechaug Regional High School. She enjoys playing golf and tennis in her free time.